HAVGX vs. VOO
Compare and contrast key facts about Haverford Quality Growth Stock Fund (HAVGX) and Vanguard S&P 500 ETF (VOO).
HAVGX is managed by Haverford. It was launched on Jun 30, 2004. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAVGX or VOO.
Correlation
The correlation between HAVGX and VOO is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HAVGX vs. VOO - Performance Comparison
Key characteristics
HAVGX:
0.73
VOO:
1.89
HAVGX:
0.95
VOO:
2.54
HAVGX:
1.15
VOO:
1.35
HAVGX:
0.62
VOO:
2.83
HAVGX:
2.10
VOO:
11.83
HAVGX:
4.17%
VOO:
2.02%
HAVGX:
12.12%
VOO:
12.66%
HAVGX:
-50.37%
VOO:
-33.99%
HAVGX:
-8.30%
VOO:
-0.42%
Returns By Period
In the year-to-date period, HAVGX achieves a 3.55% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, HAVGX has underperformed VOO with an annualized return of 6.59%, while VOO has yielded a comparatively higher 13.26% annualized return.
HAVGX
3.55%
1.17%
-0.67%
8.63%
5.52%
6.59%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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HAVGX vs. VOO - Expense Ratio Comparison
HAVGX has a 0.80% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
HAVGX vs. VOO — Risk-Adjusted Performance Rank
HAVGX
VOO
HAVGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Haverford Quality Growth Stock Fund (HAVGX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HAVGX vs. VOO - Dividend Comparison
HAVGX's dividend yield for the trailing twelve months is around 0.91%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAVGX Haverford Quality Growth Stock Fund | 0.91% | 0.94% | 1.17% | 0.94% | 0.68% | 0.84% | 1.09% | 1.45% | 1.16% | 1.18% | 1.25% | 1.18% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HAVGX vs. VOO - Drawdown Comparison
The maximum HAVGX drawdown since its inception was -50.37%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HAVGX and VOO. For additional features, visit the drawdowns tool.
Volatility
HAVGX vs. VOO - Volatility Comparison
The current volatility for Haverford Quality Growth Stock Fund (HAVGX) is 2.65%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that HAVGX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.